SBI Consumption Opportunities Fund Direct Growth+0.54%

4Groww
0.87%
1 Year Return
Equity
Sectoral/Thematic
4.0 star
6M
1Y
3Y
5Y
All

Fund Details

SBI Consumption Opportunities Fund Direct Growth

RiskHigh
Min SIP Amount₹500
Expense Ratio1.49%
NAV123.22 (12 Dec 2019)
Fund Started01 Jan 2013
Fund Size711 Cr

Returns

1Y
3Y*
5Y*
Since inception*
SBI Consumption Opportunities Fund Direct Growth
0.9%
15.3%
10.3%
13.9%
Category Average
-0.6%
NA
NA
-
Rank within category
8
4
4
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 0.9% annual returns

    Comparison

    Data not available
    Pros
    1. 1Y Returns are higher than the benchmark
    Cons
    1. Risk is higher compared to the benchmark
    2. 3Y Returns are lower than the benchmark
    3. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Sheela Foam Ltd.TextilesEquity6.7%
    Colgate-Palmolive (India) Ltd.FMCGEquity6.3%
    Indian Hotels Co. Ltd.ServicesEquity6.2%
    Asian Paints Ltd.ChemicalsEquity6.2%
    Hawkins Cookers Ltd.Cons DurableEquity5.7%
    Jubilant FoodWorks Ltd.ServicesEquity5.4%
    Ganesha Ecosphere LtdTextilesEquity4.8%
    Emami Ltd.FMCGEquity4.7%
    Marico Ltd.FMCGEquity4.5%
    Greenply Industries Ltd.FMCGEquity3.8%
    See All

    Other Details

    SBI Consumption Opportunities Fund Direct Growth is a Equity Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was introduced to investors on 01 Jan 2013. Saurabh Pant is the Current Fund Manager of SBI Consumption Opportunities Fund Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹711 Cr and the Latest NAV as of 12 Dec 2019 is ₹123.22.

    The SBI Consumption Opportunities Fund Direct Growth is rated High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. Exit load of 0.10% if redeemed within 30 days..

    Investment Objective

    To provide the investors maximum growth opportunity through equity investments in stocks of growth oriented sectors of the economy. There are five sub-funds dedicated to specific investment themes viz. Information Technology,Pharmaceuticals, FMCG, Contrarian (investment in stocks currently out of favour) and Emerging Businesses.

    Tax Implications

    Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 0.10% if redeemed within 30 days.
    Exit Load

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    About SBI Mutual Fund

    Address
    9th Floor, Crescenzo, C-38 & 39, G Block, Bandra Kurla Complex, Bandra (East), Mumbai 400051
    Phone
    022 - 61793000
    Launch Date
    28 Jun 1987
    SBI Mutual Fund
    Asset Management Company
    Custodian
    SBI SG Global Securities Services Pvt.Ltd.
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
    Invest Now
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